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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,245 hedge funds and large institutions have $8.96B invested in iShares Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 394 increasing their positions, 423 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
+38
Holders Change %
+3.15%
% of All Funds
18.01%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.46%
New
98
Increased
394
Reduced
423
Closed
48
Calls
$148M
Puts
$51.2M
Net Calls
+$96.8M
Net Calls Change
+$45.6M

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$133M
2
Bank of America
2
Bank of America
North Carolina
$1.12B
3
CWM
3
Congress Wealth Management
Massachusetts
$18.3M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$13.5M
5
BGDI
5
BW Gestao de Investimentos
Brazil
$10.8M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$6.09M
2
HNB
2
Huntington National Bank
Ohio
$32.7M
3
MHI
3
Miller Howard Investments
New York
$14.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$252M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$3.72M +$31.7K +235 +0.9%
CI
202
CX Institutional
Indiana
$3.72M +$3.72M +27,533 New
GA
203
GoalVest Advisory
New York
$3.69M +$184K +1,364 +5%
AllianceBernstein
204
AllianceBernstein
Tennessee
$3.65M +$87.7K +649 +2%
JIC
205
Johnson Investment Counsel
Ohio
$3.59M -$213K -1,580 -6%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$3.59M +$397K +2,937 +12%
FCFC
207
First Commonwealth Financial Corp
Pennsylvania
$3.58M -$104K -772 -3%
TWM
208
Tradition Wealth Management
Minnesota
$3.53M +$69.2K +512 +2%
NCM
209
Narwhal Capital Management
Georgia
$3.5M +$7.97K +59 +0.2%
SCG
210
Sonata Capital Group
Washington
$3.44M -$380K -2,816 -10%
TFS
211
Thoroughbred Financial Services
Tennessee
$3.43M -$86.2K -638 -2%
GPA
212
Guidance Point Advisors
Massachusetts
$3.42M +$35K +259 +1%
ATC
213
Argent Trust Co
Tennessee
$3.42M +$48.5K +359 +1%
JWA
214
JFS Wealth Advisors
Pennsylvania
$3.41M +$34.7K +257 +1%
SPC
215
Sigma Planning Corp
Michigan
$3.38M +$1.49K +11 +0%
FCBT
216
First Citizens Bank & Trust
North Carolina
$3.36M -$601K -4,453 -15%
TCM
217
Traynor Capital Management
Pennsylvania
$3.33M -$135K -997 -4%
SC
218
Scotia Capital
Ontario, Canada
$3.32M +$414K +3,063 +14%
STA
219
Summit Trail Advisors
New York
$3.27M -$7.02K -52 -0.2%
AF
220
Allworth Financial
California
$3.26M -$373K -2,759 -10%
MMA
221
Miracle Mile Advisors
California
$3.24M -$8.92K -66 -0.3%
FAM
222
Flaharty Asset Management
Florida
$3.22M -$534K -3,954 -14%
WWM
223
Wolff Wiese Magana
California
$3.2M +$362K +2,680 +13%
FTS
224
Fifth Third Securities
Ohio
$3.16M -$478K -3,537 -13%
SQA
225
Simon Quick Advisors
New Jersey
$3.13M – – –
7 8
9
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